See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,195 | $52,836+29.1% | $105,738-35.5% | $64,186+6.2% |
| Participation rate | 95.6% | 66.5%+29.0pp | 76.3%+19.2pp | 69.6%+26.0pp |
| Annual return | 0.00% | 14.30%-14.3pp | 6.27%-6.3pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,429 | $1,827-21.8% | $3,268-56.3% | $2,381-40.0% |
| Participant deferral / active EE | $2,509 | $2,545-1.4% | $4,080-38.5% | $3,470-27.7% |
| Admin fee / account holder | $1,089 | $3,959-72.5% | $6,913-84.2% | $4,888-77.7% |